Our Services
Bill Paying
Monthly or more frequently, bills are sorted, reconciled, and organized for payment. Checks are prepared for signature. Other withdrawal processes can be implemented. Worksheets are tabulated and reports generated to reflect payment activity. These can be correlated to a monthly budget. With our attention, past due or late payments are decreased.
Banking
Fund deposits are arranged at our clients' request. Direct Deposit and Withdrawal features can be instituted with the completion of forms for signature. Bank accounts are regularly reconciled and registers organized and recorded.
Tax Organization
All information relative to tax reporting is prepared including all properly categorized tax-deductible expenses. Income data is also collected. This is made ready for an accountant or other tax preparation professional for completion. This can be routed to us for mailing before important deadlines.
Notary Services
Important documents usually require notarized signatures. These, along with necessary witness signatures are identified and provided.
Medical Claims Assistance
Tracking medical claims for proper payment, reimbursement and analyzing medical billing and insurance payments is necessary to avoid duplicate or unnecessary payments. This is especially important to clients vulnerable after a long or acute illness. Whether Medicare, Social Security, or private insurance, there are daily issues that must be addressed and managed.
Insurance/Risk Assessment
Looking at present policies and what is protected is very important in catching gaps and/or underinsured risks. As life situations change, so, too, do insurance needs for the present and the future.
Debt Reduction & Budget Analysis
We work with clients to deal with current debt situations and look at management alternatives that affect current assets and liabilities. Observing spending history provides background data for creating a usable, fluid budget that can be maintained relative to income and expense figures.
Home Payroll
Salary records need to be accurately recorded so that monies paid to home employees and quarterly taxes can be reported and promptly paid. End of year reports must also be prepared, generated, and filed with annual tax forms. Having home care workers requires compliance with these financial responsibilities. Proper reporting can avoid disputes at a later date.
Information Management Services
We are an integral part of an active team of professionals dedicated to our clients' needs. Collaboration is always important and especially at transitional times. Our assistance is often requested by an administrator or independent executor in gathering and consolidating assets and completing the required communication and paperwork to help administer the estate of a disabled person or decedent.
File System Works
Our unique paperwork organization process turns piles and boxes of random records and documents into a fully operative and coordinated filing system specifically designed for each client's specific needs. Archived records are categorized and stored with appropriate attention to items that require special safe keeping. Our handbook streamlines and maintains important information at a quick glance. These systems grow with changing needs.